IA

Insight Advisors Portfolio holdings

AUM $653M
1-Year Est. Return 15.09%
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$462K 0.1%
1,947
-468
152
$462K 0.1%
1,004
-24
153
$462K 0.1%
9,112
-400
154
$450K 0.1%
18,588
+2,583
155
$449K 0.1%
+1,362
156
$446K 0.1%
4,115
157
$438K 0.1%
7,838
-31
158
$435K 0.1%
748
-116
159
$432K 0.1%
5,599
-36
160
$430K 0.1%
+2,871
161
$426K 0.1%
8,442
-9,902
162
$422K 0.09%
31,049
+1,833
163
$422K 0.09%
2,674
-107
164
$422K 0.09%
9,130
+1,873
165
$421K 0.09%
2,029
-49
166
$417K 0.09%
15,841
167
$416K 0.09%
3,920
168
$414K 0.09%
8,663
+707
169
$413K 0.09%
14,392
-2,475
170
$403K 0.09%
6,307
+38
171
$399K 0.09%
5,770
+1,500
172
$398K 0.09%
4,400
173
$395K 0.09%
1,985
-2
174
$395K 0.09%
5,260
+5
175
$390K 0.09%
20,343
+83
5 6
7
8 9